With some model portfolios beginning to look rather similar, Henry Cobbe explains the idea of the 'custom portfolio' and what advisers need to bear in mind when commissioning this sort of mandate
Clients are always the primary focus of any investment proposition. Guidance on what makes a good centralised investment proposition (CIP) frequently includes key references to ensuring suitability for...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions